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Salesforce

2,056 hedge funds and large institutions have $111B invested in Salesforce in 2022 Q3 according to their latest regulatory filings, with 115 funds opening new positions, 895 increasing their positions, 837 reducing their positions, and 163 closing their positions.

New
Increased
Maintained
Reduced
Closed

7% more repeat investments, than reductions

Existing positions increased: 895 | Existing positions reduced: 837

0.57% less ownership

Funds ownership: 78.11%77.55% (-0.57%)

4% less funds holding

Funds holding: 2,1372,056 (-81)

10% less funds holding in top 10

Funds holding in top 10: 8980 (-9)

13% less call options, than puts

Call options by funds: $3B | Put options by funds: $3.45B

13% less capital invested

Capital invested by funds: $128B → $111B (-$16.4B)

29% less first-time investments, than exits

New positions opened: 115 | Existing positions closed: 163

Holders
2,056
Holders Change
-81
Holders Change %
-3.79%
% of All Funds
35.41%
Holding in Top 10
80
Holding in Top 10 Change
-9
Holding in Top 10 Change %
-10.11%
% of All Funds
1.38%
New
115
Increased
895
Reduced
837
Closed
163
Calls
$3B
Puts
$3.45B
Net Calls
-$443M
Net Calls Change
-$687M
Name Holding Trade Value Shares
Change
Change in
Stake
Goldman Sachs
26
Goldman Sachs
New York
$766M -$91.6M -540,334 -9%
Ameriprise
27
Ameriprise
Minnesota
$744M -$14.5M -85,790 -2%
Charles Schwab
28
Charles Schwab
California
$722M +$13.5M +79,640 +2%
Massachusetts Financial Services
29
Massachusetts Financial Services
Massachusetts
$709M -$33.4M -196,732 -4%
Manulife (Manufacturers Life Insurance)
30
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$706M +$94M +554,536 +13%
Fidelity International
31
Fidelity International
Bermuda
$696M +$19.9M +117,513 +2%
PAMS
32
Pictet Asset Management (Switzerland)
Switzerland
$661M -$35.5M -209,190 -4%
DZ Bank
33
DZ Bank
Germany
$636M +$92.2M +543,511 +14%
Deutsche Bank
34
Deutsche Bank
Germany
$632M +$138M +814,715 +23%
Assenagon Asset Management
35
Assenagon Asset Management
Luxembourg
$629M +$439M +2,590,950 +145%
Swiss National Bank
36
Swiss National Bank
Switzerland
$620M +$5.85M +34,500 +0.8%
T. Rowe Price Investment Management
37
T. Rowe Price Investment Management
Maryland
$608M +$717M +4,227,670 New
SGA
38
Sustainable Growth Advisers
Connecticut
$587M +$109M +640,013 +19%
Wells Fargo
39
Wells Fargo
California
$556M -$29.1M -171,587 -4%
Invesco
40
Invesco
Georgia
$532M -$58.6M -345,760 -9%
IFP
41
Independent Franchise Partners
United Kingdom
$509M -$17.1M -101,109 -3%
Flossbach Von Storch
42
Flossbach Von Storch
Germany
$502M +$13M +76,936 +2%
Sumitomo Mitsui Trust Group
43
Sumitomo Mitsui Trust Group
Japan
$479M +$35.2M +207,453 +7%
Citadel Advisors
44
Citadel Advisors
Florida
$477M +$453M +2,673,077 +415%
Baillie Gifford & Co
45
Baillie Gifford & Co
United Kingdom
$474M -$10.8M -63,555 -2%
GIM
46
Generation Investment Management
United Kingdom
$471M -$3.02M -17,789 -0.5%
VVP
47
Vulcan Value Partners
Alabama
$460M -$18.9M -111,435 -3%
ACM
48
AKRE Capital Management
Virginia
$445M +$4.32M +25,500 +0.8%
Royal Bank of Canada
49
Royal Bank of Canada
Ontario, Canada
$424M -$65.9M -388,361 -12%
Lazard Asset Management
50
Lazard Asset Management
New York
$413M +$19.3M +113,923 +4%

CRM Hedge Fund Activity: Q3 2022 in Review

2,056 of the 5,806 institutional investors tracked by Wall St. Rank reported a position in Salesforce (CRM) for Q3 2022, worth a combined $111B — down 13% from $128B a quarter earlier.

Sellers outnumbered buyers: 163 funds closed out of CRM and 115 opened new positions — a net loss of 48 holders — while 837 trimmed existing stakes and 895 added.

The largest buyer was Amundi, adding an estimated $486M. The largest seller was T. Rowe Price Associates, cutting an estimated $2.77B.

  • 2,056 institutional investors held Salesforce (CRM) as of Q3 2022, down from 2,137 in Q2 2022.
  • Funds reported $111B of Salesforce stock for Q3 2022, down 13% quarter-over-quarter.
  • 115 funds opened new Salesforce positions in Q3 2022 and 163 closed out, a net change of -48 holders.
  • The largest Salesforce buyer in Q3 2022 was Amundi, an estimated $486M added.
  • The largest Salesforce seller in Q3 2022 was T. Rowe Price Associates, an estimated $2.77B sold.

Based on aggregated 13F filings for Q3 2022.